Alta Park Capital as of Sept. 30, 2025
Portfolio Holdings for Alta Park Capital
Alta Park Capital holds 40 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series 1 Unit Ser 1 Put Option (QQQ) | 8.4 | $96M | 160k | 600.37 | |
| NU Holdings Ltd/Cayman Islands Ord Shs Cl A (NU) | 6.3 | $73M | 4.5M | 16.01 | |
| AppLovin Corp Com Cl A (APP) | 5.3 | $61M | 84k | 718.54 | |
| Western Digital (WDC) | 4.9 | $57M | 471k | 120.06 | |
| VanEck Semiconductor ETF Semiconductor Etf Put Option (SMH) | 4.8 | $56M | 170k | 326.36 | |
| Meta Platforms Cl A (META) | 4.7 | $54M | 74k | 734.38 | |
| Alibaba Group Holding Sponsored Ads (BABA) | 4.0 | $46M | 259k | 178.73 | |
| NVIDIA Corporation (NVDA) | 3.6 | $41M | 220k | 186.58 | |
| Spotify Technology SA SHS (SPOT) | 3.4 | $39M | 55k | 698.00 | |
| Teradyne (TER) | 3.3 | $38M | 276k | 137.64 | |
| Oracle Corporation (ORCL) | 2.8 | $32M | 113k | 281.24 | |
| Netskope Cl A | 2.6 | $30M | 1.3M | 22.73 | |
| Netflix (NFLX) | 2.5 | $29M | 24k | 1198.92 | |
| Rubrik Cl A (RBRK) | 2.5 | $28M | 344k | 82.25 | |
| Applied Materials (AMAT) | 2.4 | $28M | 136k | 204.74 | |
| ROBLOX Corp Cl A (RBLX) | 2.4 | $28M | 199k | 138.52 | |
| Wix.com SHS (WIX) | 2.4 | $28M | 155k | 177.63 | |
| Compass Cl A (COMP) | 2.4 | $27M | 3.4M | 8.03 | |
| Sandisk Corp (SNDK) | 2.4 | $27M | 241k | 112.20 | |
| SentinelOne Cl A (S) | 2.2 | $25M | 1.4M | 17.61 | |
| Vertiv Holdings Com Cl A (VRT) | 2.1 | $24M | 161k | 150.86 | |
| Arista Networks Com Shs (ANET) | 2.1 | $24M | 162k | 145.71 | |
| Coherent Corp (COHR) | 2.0 | $23M | 216k | 107.72 | |
| Carvana Cl A (CVNA) | 2.0 | $23M | 60k | 377.24 | |
| Palo Alto Networks (PANW) | 1.9 | $21M | 105k | 203.62 | |
| Marvell Technology (MRVL) | 1.7 | $19M | 228k | 84.07 | |
| MongoDB Cl A (MDB) | 1.6 | $19M | 60k | 310.38 | |
| MercadoLibre (MELI) | 1.5 | $17M | 7.2k | 2336.94 | |
| Unity Software (U) | 1.5 | $17M | 419k | 40.04 | |
| Broadcom (AVGO) | 1.4 | $17M | 50k | 329.91 | |
| Onto Innovation (ONTO) | 1.4 | $16M | 126k | 129.22 | |
| Semtech Corporation (SMTC) | 1.3 | $15M | 204k | 71.45 | |
| Mirion Technologies Com Cl A (MIR) | 1.2 | $14M | 611k | 23.26 | |
| Coinbase Global Com Cl A (COIN) | 1.2 | $14M | 41k | 337.49 | |
| Confluent Class A Com (CFLT) | 0.8 | $9.4M | 474k | 19.80 | |
| Microsoft Corporation (MSFT) | 0.8 | $9.3M | 18k | 517.95 | |
| Reddit Cl A (RDDT) | 0.7 | $8.5M | 37k | 229.99 | |
| Twilio Cl A (TWLO) | 0.6 | $6.5M | 65k | 100.09 | |
| Magnite Ord (MGNI) | 0.5 | $5.6M | 256k | 21.78 | |
| Marqeta Class A Com (MQ) | 0.3 | $3.1M | 596k | 5.28 |
